Videos and Webcasts

Inside the Millennial Mindset – Positioning your Credit Union to Compete Effectively

Kate Blake By Kate Blake
We all know the pervasive stereotypes about Millennials. No generation has been as publicly reviled, praised, misunderstood, and analyzed as this one. Call them the social generation, digital natives or generation me, by 2025 those 18-to-38-year-olds will make up the majority of today’s workforce. And, as our two most recent surveys found, broad generalizations don’t tell the whole story. Our 2017 and 2018 Millennial surveys dive into what’s trending from a millennial’s perspective. We share how they approach a new job, which types of benefit programs are most important to them and, of course, our favorite topic—retirement—and a revealing look at their current attitudes on saving and planning for a financially secure future.


Kate Blake
Kate Blake

Based in New York, Kate works with clients throughout the country, helping them develop effective plan designs, manage plan level modifications, and build employee awareness and appreciation for retirement programs.


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